June 27, 2022 | Wealth Management

Webinar: The SECURE Act 2.0 & Getting Retirement Ready

What’s On the Horizon for Your Nest Egg?

Click here to registerThe Securing a Strong Retirement Act of 2022 (SECURE Act 2.0) has morphed into the EARN Act with the Senate Finance Committee, setting the stage for the legislation to potentially pass in 2022. What changes have been made to the retirement-improvement package and what are the top considerations for cracking your nest egg?

Join REDW Wealth on Wednesday, July 6 at 11:30 am MT for a bird’s eye view of EARN Act updates and retirement legislation. REDW Wealth Senior Investment Manager Robert Elzholz will walk you through a timely briefing session on reconciliation thoughts and possible changes effected by the bill.

REDW Wealth Financial Planning Senior Manager Christine Papelian will help you assemble your Retirement Essentials checklist to make sure you have what it takes to retire well. Gain trusted insights for your retirement sources of income and expense planning and learn more about transferring assets in the most tax-advantageous way.

Save your seat for the live, virtual session on July 6 and register for our ongoing, complimentary webinar series with members of REDW Wealth’s Investment Committee. Sign up below!

What: Webinar: SECURE Act 2.0 & Getting Retirement Ready
When: Wednesday, July 6, 2022 @ 11:30 am MT
Cost: Complimentary
Sign Up: Register for monthly webinars
Presenters:

Robert Elzholz, CFP®, CRPC®, AIF®, AAMS®
REDW Wealth Senior Investment Manager

Christine Papelian, CFP®, CWS®, CDFA®
REDW Wealth Financial Planning Senior Manager